Overview
Every startup has a story. For this early-stage company, the story started with a big idea: reimagining an outdated process in the insurance industry with artificial intelligence. The product was strong, interest was growing—but the sales process? Not so much.
Like many young companies, they were juggling disconnected tools and manual systems. Contacts lived in spreadsheets, follow-ups slipped through the cracks, and visibility into the pipeline was murky at best. What they needed was a system as innovative and efficient as the product they were building.
That’s where HubSpot came in.
The challenge
The founders were navigating the messy middle:
- No consistent sales process: Prospects were added manually, deals weren’t tracked, and follow-up was sporadic.
- Disjointed tools: Google Docs here, personal emails there, and LinkedIn as a patchwork CRM. Nothing talked to each other.
- Zero visibility: Without reports or dashboards, they couldn’t forecast, measure results, or understand where to focus.
For a startup solving inefficiency in its own industry, running an inefficient sales process felt like swimming upstream. They needed structure, automation, and a clear roadmap.
The solution
We focused on laying the right foundation—something simple enough for a lean team to adopt quickly but robust enough to scale with them as they grew.
Here’s what that looked like:
Strategic CRM setup
- Built a customized deal pipeline from scratch.
- Added conditional properties to capture the right data.
- Rolled out HubSpot’s new prospecting tool for real-time visibility.
Automation & consolidation
- Replaced manual reminders with automated Sequences.
- Connected a shared inbox to centralize communication.
- Transitioned project tracking from Google Docs into HubSpot.
Hands-on training & enablement
- Guided the founders through importing contacts, creating snippets, building quotes, and using the call tool.
- Set up a shared calendar link to streamline scheduling.
- Blended live training with self-guided learning so they had confidence—not just instructions.
The result? A system that actually worked for them, not against them.
The results
Within weeks, the team went from scattered to streamlined.
- A structured, repeatable sales process: Leads moved consistently through stages. No more dropped follow-ups.
- One source of truth: All communication, tasks, and deals now lived inside HubSpot.
- Ready to scale: With automation in place, they freed up time to focus on strategy, not spreadsheets.
Most importantly, the team walked away confident. They weren’t just trained on HubSpot—they understood how to use it to drive growth today and prepare for tomorrow.
Company context
This startup operates in the insurance technology space, bringing AI-powered automation to workers’ compensation premium audits. What once took hours of manual work can now be completed in minutes, with higher accuracy and at half the cost.
Their mission is simple: help insurance carriers and auditing firms save time, cut costs, and reduce compliance risks. And with AI + human oversight, they’re not just speeding up processes—they’re reshaping an entire industry.
Why it matters
A strong product is only half the battle. Without a sales system to support it, even the best ideas stall out. By implementing HubSpot the right way from the start, this startup built more than a CRM—they built a foundation for growth.
This engagement is proof that when you combine the right technology with the right guidance, startups can scale faster, smarter, and with a whole lot less stress.
